Premier Path Wealth Partners, Llc Portfolio Stock Holdings
Premier Path Wealth Partners, Llc disclosed 398 stock positions valued at approximately $767.4 million in its latest SEC 13F filing. The largest holdings include APPLE INC, ISHARES TR, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 398
- Portfolio Value
- $767.4M
Holdings by Sector
Premier Path Wealth Partners, Llc Portfolio Holdings in Q1 2026
396 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.07% | 153,212 | +894 | +0.59% | $38,883,567 |
| ISHARES TR | ACWX | Other | 3.92% | 439,844 | +169,293 | +62.57% | $30,116,141 |
| NVIDIA CORPORATION | NVDA | Technology | 3.70% | 162,857 | +12,965 | +8.65% | $28,402,316 |
| SELECT SECTOR SPDR TR | XLK | Other | 3.13% | 180,955 | -23,698 | -11.58% | $24,048,883 |
| MICROSOFT CORP | MSFT | Technology | 2.67% | 55,334 | +1,106 | +2.04% | $20,482,918 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.94% | 71,633 | +1,973 | +2.83% | $14,918,964 |
| ALPHABET INC | GOOGL | Communication Services | 1.90% | 50,611 | +3,576 | +7.60% | $14,553,804 |
| AVAGO TECHNOLOGIES LTD | AVGO | Technology | 1.47% | 36,472 | +2,623 | +7.75% | $11,288,593 |
| ISHARES TR | IEF | Other | 1.42% | 114,556 | +19,950 | +21.09% | $10,933,272 |
| ALPHABET INC | GOOG | Communication Services | 1.39% | 37,092 | +2,327 | +6.69% | $10,640,082 |
| ISHARES TR | DGRO | Other | 1.29% | 140,535 | -20,965 | -12.98% | $9,862,714 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.26% | 196,097 | -43,785 | -18.25% | $9,681,301 |
| META PLATFORMS INC | META | Communication Services | 1.25% | 16,785 | +1,295 | +8.36% | $9,603,045 |
| ISHARES TR | IEI | Other | 1.25% | 80,702 | +9,308 | +13.04% | $9,571,244 |
| ISHARES TR | USIG | Other | 1.23% | 183,736 | -32,597 | -15.07% | $9,412,773 |
| SELECT SECTOR SPDR TR | XLY | Other | 1.20% | 84,437 | -460 | -0.54% | $9,201,987 |
| ISHARES TR | QUAL | Other | 1.16% | 46,598 | -6,258 | -11.84% | $8,937,966 |
| ISHARES TR | SHY | Other | 1.09% | 101,739 | -13,824 | -11.96% | $8,400,592 |
| ISHARES TR | IDEV | Other | 1.07% | 98,250 | -16,798 | -14.60% | $8,210,783 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.07% | 27,878 | +1,525 | +5.79% | $8,200,595 |
| SELECT SECTOR SPDR TR | XLC | Other | 1.06% | 73,228 | -8,949 | -10.89% | $8,118,104 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.04% | 54,470 | -7,798 | -12.52% | $7,985,805 |
| ISHARES TR | AGG | Other | 1.01% | 77,950 | +51,244 | +191.88% | $7,738,101 |
| TESLA INC | TSLA | Consumer Cyclical | 0.94% | 19,403 | +791 | +4.25% | $7,213,015 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.94% | 44,478 | -9,360 | -17.39% | $7,193,450 |
| ISHARES TR | MUB | Other | 0.88% | 63,978 | +3,098 | +5.09% | $6,791,265 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.86% | 82,237 | -291 | -0.35% | $6,629,112 |
| ELI LILLY & CO | LLY | Healthcare | 0.84% | 6,993 | +450 | +6.88% | $6,432,151 |
| ISHARES TR | IJR | Other | 0.75% | 46,162 | -21,827 | -32.10% | $5,738,392 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.75% | 147,148 | -25,213 | -14.63% | $5,732,878 |
| EXXON MOBIL CORP | XOM | Energy | 0.74% | 33,612 | -3,100 | -8.44% | $5,702,532 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.71% | 11,446 | +1,158 | +11.26% | $5,484,844 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.71% | 22,394 | +3,745 | +20.08% | $5,473,991 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.68% | 111,664 | -20,436 | -15.47% | $5,242,640 |
| ISHARES TR | TLH | Other | 0.68% | 51,771 | -8,638 | -14.30% | $5,214,422 |
| DOUBLELINE ETF TRUST | DBND | Other | 0.68% | 113,682 | -20,209 | -15.09% | $5,207,755 |
| WISDOMTREE TR | IQDG | Other | 0.67% | 127,826 | -21,139 | -14.19% | $5,130,925 |
| WALMART INC | WMT | Consumer Defensive | 0.65% | 40,367 | +5,746 | +16.60% | $5,016,841 |
| VISA INC | V | Financial Services | 0.59% | 14,925 | +1,641 | +12.35% | $4,511,047 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.58% | 4,481 | +879 | +24.40% | $4,465,372 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.55% | 51,684 | -10,248 | -16.55% | $4,237,042 |
| NETFLIX INC | NFLX | Communication Services | 0.52% | 41,555 | +4,580 | +12.39% | $3,995,554 |
| RAYTHEON TECHNOLOGIES CORP | RTX | Industrials | 0.47% | 18,567 | -657 | -3.42% | $3,581,577 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.45% | 29,400 | +1,363 | +4.86% | $3,487,720 |
| ISHARES TR | SHV | Other | 0.45% | 31,231 | -14,675 | -31.97% | $3,447,556 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.44% | 5,549 | +176 | +3.28% | $3,353,652 |
| ISHARES TR | IWD | Other | 0.43% | 15,613 | -5,069 | -24.51% | $3,336,082 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.43% | 6,674 | +1,072 | +19.14% | $3,334,568 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.43% | 30,000 | -5,109 | -14.55% | $3,314,074 |
| GENERAL ELECTRIC CO | GE | Industrials | 0.42% | 11,427 | +95 | +0.84% | $3,242,775 |
| ISHARES TR | IVV | Other | 0.42% | 4,964 | +173 | +3.61% | $3,242,719 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.42% | 52,100 | -20,360 | -28.10% | $3,191,667 |
| BLACKROCK INC | BLK | Other | 0.41% | 3,303 | -52 | -1.55% | $3,176,433 |
| ALPS ETF TR | OUSM | Other | 0.41% | 72,421 | -9,674 | -11.78% | $3,167,695 |
| ISHARES TR | IWF | Other | 0.41% | 7,322 | -435 | -5.61% | $3,122,100 |
| CHEVRON CORP NEW | CVX | Energy | 0.40% | 14,905 | +805 | +5.71% | $3,083,754 |
| BANK AMERICA CORP | BAC | Financial Services | 0.38% | 59,153 | +3,199 | +5.72% | $2,883,712 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.37% | 19,558 | +668 | +3.54% | $2,860,914 |
| WISDOMTREE TR | XSOE | Other | 0.36% | 69,809 | -12,657 | -15.35% | $2,799,335 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.36% | 8,416 | +229 | +2.80% | $2,768,034 |
| SPDR INDEX SHS FDS | QEMM | Other | 0.36% | 39,713 | -5,701 | -12.55% | $2,754,106 |
| ABBVIE INC | ABBV | Healthcare | 0.35% | 12,521 | +708 | +5.99% | $2,723,114 |
| ISHARES TR | IJH | Other | 0.35% | 40,160 | -5,021 | -11.11% | $2,711,977 |
| CATERPILLAR INC | CAT | Industrials | 0.35% | 3,786 | +454 | +13.63% | $2,682,515 |
| CISCO SYS INC | CSCO | Technology | 0.35% | 34,427 | +8,549 | +33.04% | $2,671,161 |
| SPDR INDEX SHS FDS | EDIV | Other | 0.35% | 67,114 | -10,743 | -13.80% | $2,649,659 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.34% | 16,349 | +819 | +5.27% | $2,610,968 |
| ISHARES TR | SMLF | Other | 0.33% | 33,065 | -4,466 | -11.90% | $2,496,074 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.33% | 2,788 | +441 | +18.79% | $2,495,943 |
| US BANCORP DEL | USB | Financial Services | 0.32% | 47,251 | +2,918 | +6.58% | $2,457,520 |
| EATON CORP PLC | ETN | Other | 0.31% | 6,706 | -53 | -0.78% | $2,398,675 |
| PROSHARES TR | REGL | Other | 0.31% | 27,724 | -3,856 | -12.21% | $2,395,615 |
| INVESCO EXCHANGE TRADED FD T | XSVM | Other | 0.31% | 39,644 | -6,085 | -13.31% | $2,388,965 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.31% | 2,790 | +275 | +10.93% | $2,360,079 |
| CITIGROUP INC | C | Financial Services | 0.30% | 20,112 | +2,497 | +14.18% | $2,280,854 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.29% | 45,266 | -6,477 | -12.52% | $2,258,321 |
| APPLIED MATLS INC | AMAT | Technology | 0.29% | 6,591 | +850 | +14.81% | $2,252,771 |
| WELLS FARGO CO NEW | WFC | Financial Services | 0.29% | 28,243 | -23 | -0.08% | $2,248,400 |
| PACER FDS TR | CALF | Other | 0.29% | 49,439 | -7,068 | -12.51% | $2,218,315 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.29% | 15,816 | +2,535 | +19.09% | $2,204,272 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.28% | 4,382 | +73 | +1.69% | $2,153,751 |
| AMGEN INC | AMGN | Healthcare | 0.28% | 6,089 | +1,388 | +29.53% | $2,142,307 |
| VANGUARD WORLD FDS | VGT | Other | 0.28% | 3,059 | -203 | -6.22% | $2,134,002 |
| MERCK & CO INC | MRK | Healthcare | 0.28% | 17,577 | +3,748 | +27.10% | $2,114,294 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.28% | 22,732 | +471 | +2.12% | $2,111,327 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.26% | 6,017 | +1,489 | +32.88% | $2,032,616 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.26% | 8,349 | +1,072 | +14.73% | $1,972,812 |
| DEERE & CO | DE | Industrials | 0.25% | 3,461 | +408 | +13.36% | $1,949,399 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.25% | 42,222 | -9,451 | -18.29% | $1,937,559 |
| DISNEY WALT CO | DIS | Communication Services | 0.25% | 19,781 | -1,255 | -5.97% | $1,906,469 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.25% | 37,906 | -3,675 | -8.84% | $1,902,879 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.25% | 6,284 | +631 | +11.16% | $1,900,684 |
| MORGAN STANLEY | MS | Financial Services | 0.25% | 11,438 | +577 | +5.31% | $1,882,304 |
| ORACLE CORP | ORCL | Technology | 0.24% | 12,661 | +4,802 | +61.10% | $1,862,612 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.24% | 29,899 | -663 | -2.17% | $1,813,375 |
| GE VERNOVA INC | GEV | Utilities | 0.23% | 2,056 | +152 | +7.98% | $1,794,619 |
| PFIZER INC | PFE | Healthcare | 0.23% | 62,151 | -6,247 | -9.13% | $1,745,210 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.22% | 8,438 | +1,147 | +15.73% | $1,716,531 |
| SALESFORCE INC | CRM | Technology | 0.22% | 9,044 | -379 | -4.02% | $1,688,288 |
| WARNER BROS DISCOVERY INC | WBD | Communication Services | 0.22% | 60,365 | -14,995 | -19.90% | $1,657,630 |